Relationship manager mutual fund jobs in Nashik

 ...will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities:...  ...gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance... 

 ...appointment scheduling, and harnessing references/leads.  Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc. and any other products which... 

 ...investment advisory company, trusted wealth management service] in Nashik, Maharashtra, India...  ...solutions, building lasting client relationships based on trust, enabling financial...  ...products including, but not limited to, mutual funds, equities, bonds, insurance (life, health... 

 ...Job profiles and competency/skill requirement A Relationship Manager is a core anchor in taking our banking solutions and services to our valuable customers. This involves a 360-degree banking approach. The Relationship Managers should be inclined to understand the customer... 

 ...The Relationship Manager will be responsible for managing and cultivating strong, lasting relationships with a portfolio of existing clients, and often identifying opportunities for new business. This pivotal role involves understanding client needs, ensuring satisfaction... 

 ...responsible for building and maintaining strong relationships with clients, understanding their...  ..., retirement planning, and wealth management. This role requires exceptional communication...  ...suitable financial products (e.g., mutual funds, insurance policies, fixed deposits, bonds... 

 ...Under Retail Banking Group, e-Relationship Management Services help customers avail of a host of banking services primarily through the phone channel. The e-Relationship Management Channel at the Bank is strongly connected to all business groups to design service architecture... 

 ...As a Relationship Manager , you will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of assigned clients. Your primary goal will be to understand their evolving needs, provide tailored solutions, cross-sell relevant products/... 

 ...appointments given • Update status of appointments accurately and timely in system • Work with customer in long term as their relationship manager • Support SP in performing need analysis and conversion of sales • Delivering consistently on Goal Sheet parameters •... 

 ...Job Title: Relationship Manager / Client Relationship Manager / Key Account Manager (for senior roles) Department: Sales / Client Management / Business Development / Wealth Management (adjust based on specific industry) Reports To: Branch Manager / Regional Manager / Head... 

 ...Finance Consultant Department: Wealth Management / Financial Planning / Client Advisory...  ...commitment to fostering long-term client relationships. Key Responsibilities: Client...  ...products, including: Investments: Mutual Funds (Equity, Debt, Hybrid), Fixed Deposits,... 

 ...with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and... 

 ...point of contact for our clients, responsible for building strong relationships, addressing their inquiries, providing exceptional support,...  ...experience. Responsibilities: Client Relationship Management: Serve as the main point of contact for a portfolio of clients... 

 ...portfolio of assigned clients, responsible for building strong relationships, understanding their needs, and ensuring their satisfaction...  ...client experience. Key Responsibilities: Client Relationship Management: Build and maintain strong, long-lasting relationships with... 

 ...appointment scheduling, and harnessing references/leads.  Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc. and any other products which may... 

 ...Here's a detailed job description for an Assistant Account Manager , suitable for businesses in Nashik, Maharashtra, India . This...  ...work closely with Account Managers to build and maintain strong relationships with our clients, assist in identifying new business opportunities... 

 ...Advisor / Financial Consultant / Wealth Manager / Investment Advisor Department: Wealth...  ...building and nurturing strong client relationships, understanding their financial aspirations...  ...financial products and services (e.g., Mutual Funds, Equities, Bonds, Fixed Deposits, Life Insurance... 

 ...The CRM Executive will be responsible for managing and optimizing our Customer Relationship Management (CRM) system and executing customer engagement strategies to enhance customer satisfaction, retention, and loyalty. This role involves analyzing customer data, segmenting... 

 .../ Financial Advisor / Wealth Management Advisor / Financial Planner...  ...skills to build lasting client relationships. Key Responsibilities:...  ...tax optimization, education funding, and estate planning. Analyze...  ...services from our portfolio (e.g., mutual funds across asset classes,... 

Job Responsibilities: To generate leads from given database & Identify decision makers within targeted leads and initiate the sales process.  To penetrate all targeted accounts and originate sales opportunities for the company's products and services.  To set up and ...

 ...Identify opportunities to cross-sell or up-sell products/services based on customer needs, without being overly pushy. Complaint Management: Manage and resolve customer complaints with patience and professionalism, aiming for first-call resolution where possible. Quality... 

 ...What You ll Do As a Technical Success Manager, you will be the strategic advisor and trusted partner for our customers owning product...  ...business needs. Key Responsibilities Client Partnership & Relationship Management Serve as the primary technical point of contact... 

 ...Job Summary: The Customer Success Manager (CSM) - LMD Bus will be the primary post-sales partner for our clients operating Last Mile...  ...value from their LMD fleet. The CSM will build strong, enduring relationships, provide operational and technical guidance, troubleshoot challenges... 

 ...Executive Department: Customer Experience (CX) / Customer Service / Quality Assurance / Operations Reports To: Customer Experience Manager / Quality Manager / Head of Operations Location: Pune, Maharashtra, India (This role is primarily office-based at our [ Specify... 

 ...As a Customer Success Manager (CSM) - Resale , you will be responsible for nurturing and growing relationships with our existing resale partners, distributors, and value-added...  ...maximize their potential, drive sales, and achieve mutual business objectives. Responsibilities... 

 ...Documentation & Reporting: Accurately log all customer interactions, details of inquiries, issues, and resolutions in the Customer Relationship Management (CRM) system. Maintain and update customer records and databases with new information. Generate basic reports on daily... 

The Customer Support Executive will be the primary point of contact for our customers, responsible for addressing their inquiries, resolving issues, and providing accurate information about our [products/services]. This role involves engaging with customers through various...

 ...Job Summary: The Customer Success Manager (CSM) - EV Sales (Bus) will be the primary post-sales point of contact for our EV bus clients...  ...from their electric bus fleets. The CSM will build strong relationships, provide technical guidance, troubleshoot operational challenges... 

 ...Job Title: Customer Sales Manager / Sales Manager (Direct Customer Focus) / Account Sales Manager Department: Sales / Customer Relations...  ...retention, driving sales targets, fostering strong customer relationships, and ensuring an exceptional customer experience. This... 

 ...Responsibilities: Client Relationship Management: Build, maintain, and strengthen long-term relationships with existing clients to foster loyalty and maximize retention. Serve as the primary point of contact for assigned client accounts, understanding their business...